Position in IBB
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$648,721
-$2,528,374 QoQ
Shares Held
3,842
-79.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBB Over Time
Shares Held
Position Value (USD)
All Filings in IBB
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $648,721 | 3,842 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,177,095 | 18,825 | Shares | Sole | 2026-01-15 | |
| 2024-06-30 | $1,409,797 | 10,271 | Shares | Sole | 2024-07-12 | |
| 2022-12-31 | $1,058,591 | 8,063 | Shares | Sole | 2023-02-03 | |
| No filing history on record for this holder in this stock. | ||||||